A broader perspective for your retirement plan

As your retirement plan consultant, the Handler Investment Consulting Group of Raymond James will take a disciplined and insightful approach to supporting you. With more than three decades of experience managing investments for qualified and nonqualified retirement plans, we have a diverse range of skills and specialized capabilities to help plan sponsors handle their fiduciary responsibilities.

A thriving plan with engaged participants is within reach. From acting as co-fiduciary to your plan to assisting you in reviewing all investments and vendors, we are your steady advocate committed to helping you pursue your objectives.1

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5x

five-time financial times 401 top retirement advisor2(2016 – 2020)

Our experience. Your solid foundation.

With a 33-year track record of discretionary management for large retirement plans and institutions and over $2 billion in assets under management3, we’ve built a reputation in the retirement planning industry when it comes to enhancing clarity and confidence for sponsors of defined contribution, defined benefit and nonqualified plans.

Discover what sets us apart
200

200+ years of combined team experience

Your retirement plan, optimized

Whether you’re in search of a new sponsor or need assistance reviewing your current plan, our advisors offer comprehensive guidance tailored to your needs.

See our capabilities
3(21)

Gary handler can provide investment advisory services as an erisa fiduciary in a 3(21) capacity1

A wealth of insight

Handler-Investment-Consulting-team-image

We’re a tenured group of advisors with more than two centuries of combined experience.

Find strength in a steadfast partnership

1As set forth and subject to applicable agreements.

2Financial Times 401 Top Retirement Advisors, October 2020. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The FT 401 Top Retirement Advisors award had 401 of the 855 advisor applicants being recognized as a Top Retirement Advisor. The FT asked large U.S. brokerages, independent advisors and other wealth managers to identify qualified direct contribution (DC) plan advisor applicants. It partnered in research with Broadridge Financial Solutions, which provided unique data from its proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan AUM, DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80% to 85% of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of an advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the FT in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Times.

3Assets as of 1/31/2022

 

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